Predictions
Baidu Inc. A ADR
Start price
Target price
Perf. (%)
€127.60
13.06.22
13.06.22
€140.00
13.06.23
13.06.23
15.67%
25.06.22
25.06.22
Revenue growth > 30% per year expected
Fair valuation
Very capable Management
Very small cyclical dependencies
Baidu Inc. A ADR
Start price
Target price
Perf. (%)
€127.60
13.06.22
13.06.22
€140.00
13.06.23
13.06.23
15.67%
25.06.22
25.06.22
Revenue growth > 30% per year expected
Fair valuation
Very capable Management
Very small cyclical dependencies
Weibo Corp. ADR
Start price
Target price
Perf. (%)
€40.90
22.06.21
22.06.21
€45.00
22.06.22
22.06.22
-46.21%
23.06.22
23.06.22
Could be worthwhile Investment >10% per year
Baidu Inc. A ADR
Start price
Target price
Perf. (%)
€134.40
02.04.22
02.04.22
€170.00
02.04.23
02.04.23
-12.50%
16.04.22
16.04.22
Revenue growth > 30% per year expected
Fair valuation
Very capable Management
Very small cyclical dependencies
Baidu Inc. A ADR
Start price
Target price
Perf. (%)
€134.40
02.04.22
02.04.22
€170.00
02.04.23
02.04.23
-12.50%
16.04.22
16.04.22
Revenue growth > 30% per year expected
Fair valuation
Very capable Management
Very small cyclical dependencies
Baozun Inc ADR
Start price
Target price
Perf. (%)
€11.75
05.12.21
05.12.21
€4.00
05.12.22
05.12.22
-40.26%
16.03.22
16.03.22
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
High valuation
Tencent Holdings Ltd.
Start price
Target price
Perf. (%)
€49.81
27.07.21
27.07.21
-
27.07.22
27.07.22
-21.36%
13.03.22
13.03.22
Tencent Holdings Ltd.
Start price
Target price
Perf. (%)
€49.81
27.07.21
27.07.21
-
27.07.22
27.07.22
-21.36%
13.03.22
13.03.22
Baidu Inc. A ADR
Start price
Target price
Perf. (%)
€132.00
03.01.22
03.01.22
-
03.01.23
03.01.23
-6.36%
08.03.22
08.03.22
Probably not worthwhile Investment
Baidu Inc. A ADR
Start price
Target price
Perf. (%)
€132.00
03.01.22
03.01.22
-
03.01.23
03.01.23
-6.36%
08.03.22
08.03.22
Probably not worthwhile Investment
Weibo Corp. ADR
Start price
Target price
Perf. (%)
€50.60
16.02.21
16.02.21
€55.00
16.02.22
16.02.22
-44.47%
17.02.22
17.02.22
Probably not worthwhile Investment
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
Hello Group Inc. ADR
Start price
Target price
Perf. (%)
€11.35
16.05.21
16.05.21
€16.00
16.05.22
16.05.22
-30.40%
29.01.22
29.01.22
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
Undervalued
Standard Investments for future growth
Baidu Inc. A ADR
Start price
Target price
Perf. (%)
€136.60
10.01.22
10.01.22
€200.00
10.01.23
10.01.23
1.76%
22.01.22
22.01.22
Revenue growth > 30% per year expected
Fair valuation
Very capable Management
Very small cyclical dependencies
Baidu Inc. A ADR
Start price
Target price
Perf. (%)
€136.60
10.01.22
10.01.22
€200.00
10.01.23
10.01.23
1.76%
22.01.22
22.01.22
Revenue growth > 30% per year expected
Fair valuation
Very capable Management
Very small cyclical dependencies
Hello Group Inc. ADR
Start price
Target price
Perf. (%)
€12.70
12.01.21
12.01.21
€35.00
12.01.22
12.01.22
-34.65%
13.01.22
13.01.22
Could be worthwhile Investment >10% per year
Baidu Inc. A ADR
Start price
Target price
Perf. (%)
€137.00
14.09.21
14.09.21
-
14.09.22
14.09.22
-9.20%
17.12.21
17.12.21
ROE higher than 15% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Small challenges to pay loans and raise capital
Baidu Inc. A ADR
Start price
Target price
Perf. (%)
€137.00
14.09.21
14.09.21
-
14.09.22
14.09.22
-9.20%
17.12.21
17.12.21
ROE higher than 15% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Small challenges to pay loans and raise capital
Baozun Inc ADR
Start price
Target price
Perf. (%)
€15.50
11.11.21
11.11.21
€18.00
11.11.22
11.11.22
-24.19%
05.12.21
05.12.21
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
High valuation
Tencent Holdings Ltd.
Start price
Target price
Perf. (%)
€62.21
29.11.20
29.11.20
€75.00
29.11.21
29.11.21
-16.67%
30.11.21
30.11.21
Could be very worthwhile Investment >20% year
Market Leader or Top 3
Well known brand
Tencent Holdings Ltd.
Start price
Target price
Perf. (%)
€62.21
29.11.20
29.11.20
€75.00
29.11.21
29.11.21
-16.67%
30.11.21
30.11.21
Could be very worthwhile Investment >20% year
Market Leader or Top 3
Well known brand